Balance Sheet - Actual vs. Budget

The Balance Sheet - Actual vs. Budget panel lets you view how your loans, investments, and deposits actually compare to what you budgeted them to be.

Select the left bar for actual information and the right bar for budgeted information.

Select any bar to focus on the supporting data. Example: If you select a Loans column, then Net Loans data is presented on the Forecasting Detail page for the relevant account.

If you select Actual graph items, then you see data from the What If model that is set as the Base Model, also referred to as the primary model. If you select a Budget graph item, then you see data from the What If model that is set as the current budget model.

Select Month End or Average to control whether month-end or average data appears in the panel. You can also select an organization from the drop-down list.